Participant Services Representative

POSITION SUMMARY

Randall & Hurley, Inc. is the largest TPA firm in the Inland Northwest, providing high-quality, high-touch retirement plan recordkeeping and administration. We are passionate about providing value to our clients and maintaining enduring relationships.

We are seeking a full-time customer services representative with a desire to help our participants achieve retirement success.  We currently have this opening in our Liberty Lake Washington location.

DUTIES AND RESPONSIBILITIES

• Respond to inquiries from retirement plan participants.
• Educate participants on the benefits of available options.
• Perform accurate data entry in multiple software solutions.
• Support activities as needed for client accounts.
• File and archive records
• Provide front desk coverage when needed (answer phones, prepare/route large volumes of mail, etc.)

MINIMUM SKILLS AND REQUIREMENTS

• Excellent communications skills (both written and verbal), diplomacy and tact.
• Dedicated team player
• Strong attention to detail
• Ability to successfully organize, prioritize and manage multiple tasks simultaneously.
• Strong computer skills, including the ability to navigate the Internet.
• Familiarity with MS Office (Word, Excel & Outlook)
• Superior problem-solving skills
• Commitment to excellence in client experience
• Enjoy working in a fast-paced environment.

 EDUCATION AND EXPERTISE

• Associates degree
• 2 years of experience in a professional office setting
• Experience in the financial industry or human resources

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting or standing at a desk and working on a computer.
• Ability to lift bulky client records, paper boxes, laptops, and computers.
• Licensed to drive a vehicle (and availability of a vehicle for business use when needed).

JOB TYPE

Full-Time/Exempt. Office hours are typically 8:00 am – 5:00 pm, Monday through Friday additional hours may be required during busy seasons and other times as needed.